Clients
Candidate Profiles
New Business Reviewer - Candidate 37663
"Candidate 37663 is fully FPC qualified and holds the CeMap qualification. They have experience in both new and past business reviews, carefully ananlysing the financial advice given by financial advisers and mortgage advisers at point of sale and the impact the advice will have on the client's future and existing needs. They have also conducted seminars to field sales forces regarding best advice issues and new financial products."
Project Manager - Candidate 61404
"Candidate 61404 is an experienced 'hands-on' project manager with PRINCE2 practitioner accreditation and a proven track record of success within the regulated and highly competitive financial outsourcing market.
With strong leadership skills and project planning and implementation expertise , this candidate has extensive experience of delivering to pre-defined service level agreements, implementing processes and procedures and problem solving.
Previous roles include working as a Pension Review Actuary within an Actuarial and Loss Calculations Division, Senior Actuarial Analyst for a leading life and pensions company in the UK and Actuarial Contractor, reviewing and amending acturial practices, procedures and processes."
Candidate 37663 has considerable experience in regulatory complaint investigation including reviewing mortgage endowment complaints, completing full investigations of regulated complaints, analysing evidence and preparing reports, liasing with clients, life offices, mortgage lenders and the FOS, consturcting decision letters and correspondence and calculating redress using compensation."
Business Analyst - Candidate 70794
"Candidate 70794 is a highly motivated, results focused self-started, possessing a creative approach to problem solving with superior analytical reasoning skills and strong underlying pragmaticsm, as well as having well-rounded stakeholder management skills.
This candidate has strong leadership skills, with the ability to balance strategic planning with good management skills to deliver and influence successful business outcomes, while enhancing the customer experience through effective troubleshooting and programme delivery."
Compliance Officer - Candidate 39522
"Candidate 39522 is an independent consultant specialising in financial services, legal and regulatory compliance. Their broad range of compliance experience has been built up over the last 18 years in major financial institutions, including building societies, banks, life assurance companies, friendly societies, unit trusts and PEP/ISA managers and more recently as a consultant advising on legal and regulatory compliance matters. Previous roles have included Code Compliance Officer for both the Mortgage and Banking Codes, Data Protection Officer, Money Laundering Officer, Tax Compliance Officer and within the General Compliance Office.
They are a Fellow of the Association of Chartered Certified Accountants (FCCA) and an Associate of the Compliance Institute (ACol.). Additionally they hold FPC, AFPC and CeMap qualifications. They are also an APM accredited PRINCE2 Practitioner."
Financial Services Sales Trainer - Candidate 50161
"Candidate 50161 has both training and reviewing expertise over a wide range of contracts in financial services. Previous roles include working as an Independent Financial Adviser (IFA) and a regional trainer for point of sale roll-out materials. This candidate is TAP accreditted with extensive knowledge, expertise and coaching skills in the areas of personal development and motivation within the sales and customer services environment."